SXR7.DE vs. EXSH.DE
SXR7.DE (iShares Core MSCI EMU UCITS ETF EUR (Acc)) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds from iShares - SXR7.DE tracks the MSCI EMU while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 10 years, SXR7.DE returned 10.03%/yr vs 10.31%/yr for EXSH.DE. Their correlation of 0.82 suggests significant overlap in exposure. SXR7.DE charges 0.12%/yr vs 0.32%/yr for EXSH.DE.
Performance
SXR7.DE vs. EXSH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXR7.DE achieves a 8.77% return, which is significantly lower than EXSH.DE's 13.96% return. Both investments have delivered pretty close results over the past 10 years, with SXR7.DE having a 10.03% annualized return and EXSH.DE not far ahead at 10.31%.
SXR7.DE
- 1D
- 0.57%
- 1M
- 2.06%
- YTD
- 8.77%
- 6M
- 10.62%
- 1Y
- 17.64%
- 3Y*
- 16.10%
- 5Y*
- 10.63%
- 10Y*
- 10.03%
EXSH.DE
- 1D
- 0.47%
- 1M
- 2.07%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.09%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
SXR7.DE vs. EXSH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXR7.DE iShares Core MSCI EMU UCITS ETF EUR (Acc) | 8.77% | 24.84% | 9.37% | 18.88% | -11.80% | 22.25% | -0.64% | 27.60% | -13.03% | 12.98% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.96% | 44.94% | 5.72% | 10.87% | -9.92% | 23.55% | -9.64% | 27.73% | -4.87% | 5.22% |
Correlation
The correlation between SXR7.DE and EXSH.DE is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2010 | 0.82 |
The correlation between SXR7.DE and EXSH.DE has been stable across timeframes, ranging from 0.80 to 0.84 - a consistent structural relationship.
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Return for Risk
SXR7.DE vs. EXSH.DE — Risk / Return Rank
SXR7.DE
EXSH.DE
SXR7.DE vs. EXSH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) and iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SXR7.DE | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.46 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.48 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 4.85 | -3.09 |
| Martin ratioReturn relative to average drawdown | 6.42 | 16.10 | -9.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SXR7.DE | EXSH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 2.69 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.86 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.60 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.32 | +0.14 |
Drawdowns
SXR7.DE vs. EXSH.DE - Drawdown Comparison
The maximum SXR7.DE drawdown since its inception was -38.17%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for SXR7.DE and EXSH.DE.
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Drawdown Indicators
| SXR7.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.17% | -70.20% | +32.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -6.65% | -3.56% |
Max Drawdown (3Y)Largest decline over 3 years | -15.12% | -14.43% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -22.98% | -1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | -40.34% | +2.17% |
Current DrawdownCurrent decline from peak | -0.50% | -1.87% | +1.37% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -22.15% | +15.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.01% | +0.79% |
Volatility
SXR7.DE vs. EXSH.DE - Volatility Comparison
iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) has a higher volatility of 4.57% compared to iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) at 3.90%. This indicates that SXR7.DE's price experiences larger fluctuations and is considered to be riskier than EXSH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXR7.DE | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 3.90% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 9.77% | +2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 11.99% | +2.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 14.61% | +1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 17.15% | -0.13% |
SXR7.DE vs. EXSH.DE - Expense Ratio Comparison
SXR7.DE has a 0.12% expense ratio, which is lower than EXSH.DE's 0.32% expense ratio.
Dividends
SXR7.DE vs. EXSH.DE - Dividend Comparison
SXR7.DE has not paid dividends to shareholders, while EXSH.DE's dividend yield for the trailing twelve months is around 4.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.47% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
SXR7.DE iShares Core MSCI EMU UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SXR7.DE and EXSH.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR7.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR7.DE is cheaper with a 0.12% expense ratio, compared with 0.32% for EXSH.DE.
SXR7.DE tracks MSCI EMU, while EXSH.DE tracks STOXX® Europe Select Dividend 30. Their fees differ too: 0.12% for SXR7.DE and 0.32% for EXSH.DE.
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